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Client Services Manager Jobs in Stuart, FL (NOW HIRING)

Morgan Stanley

Client Service Associate

Palm Beach Gardens, FL · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...

Morgan Stanley

Client Service Associate

Palm Beach Gardens, FL · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...

MedVet

Veterinary Client Service Representative

Jupiter, FL · On-site

$15.75 - $21.25/hr

This role requires practical knowledge of hospital organization, services, veterinary terminology ... Manage medical records, charts, reports and correspondence * Discuss payment options and process ...

MedVet

Veterinary Client Service Representative

Jupiter, FL · On-site

$15.75 - $21.25/hr

This role requires practical knowledge of hospital organization, services, veterinary terminology ... Manage medical records, charts, reports and correspondence * Discuss payment options and process ...

MedVet

Veterinary Client Service Representative

Jupiter, FL · On-site

$15 - $20.25/hr

This role requires practical knowledge of hospital organization, services, veterinary terminology ... Manage medical records, charts, reports and correspondence * Discuss payment options and process ...

MedVet

Veterinary Client Service Representative

Jupiter, FL · On-site

$15.75 - $21.25/hr

This role requires practical knowledge of hospital organization, services, veterinary terminology ... Manage medical records, charts, reports and correspondence * Discuss payment options and process ...

Banfield

Client Service Coordinator

Jupiter, FL · On-site

$15.39 - $19.67/hr

... services and route the flow of clients and pets to ensure superior client care and maximum ... CAPABILITIES AND EXPERIENCE • Ability to multi-task- Manages multiple tasks at one time; quickly ...

New York Life

Be Seen First

Career Transition - Financial Services Manager - Fast Track to Mgmt

Palm Beach Gardens, FL · On-site

$100K - $150K/yr

... building client relationships, and meeting specific requirements before transitioning into a ... Product Solutions You will learn about our robust products and services that can help clients ...

Urgent

Training provided

New York Life

Be Seen First

Career Transition - Financial Services Manager - Fast Track to Mgmt

Palm Beach Gardens, FL · On-site

$100K - $150K/yr

... building client relationships, and meeting specific requirements before transitioning into a ... Product Solutions You will learn about our robust products and services that can help clients ...

Urgent

Training provided

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All JobsClient Services JobsClient Services Manager JobsClient Services Manager Jobs in Stuart, FL

Client Services Manager information

See Stuart, FL salary details

$30.9K

$62.1K

$112.5K

How much do client services manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for client services manager in Stuart, FL is $62,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $73,300.00 per year, depending on experience, location, and employer.

What is the difference between Client Services Manager vs Account Executive?

AspectClient Services ManagerAccount Executive
Primary RoleOversees client relationships, ensures satisfaction, manages service deliveryGenerates new business, manages client accounts, closes sales
Required SkillsCustomer service, communication, project managementSales, negotiation, relationship building
Work EnvironmentClient-facing, service-oriented, team collaborationSales-focused, client meetings, prospecting
Common CertificationsCustomer service certifications, CRM trainingSales certifications, CRM training

The main difference is that a Client Services Manager focuses on maintaining and enhancing existing client relationships and ensuring service quality, while an Account Executive primarily works on acquiring new clients and closing sales. Both roles require strong communication skills and familiarity with CRM tools, but their core objectives differ—service retention versus new business development.

What does a client services manager do?

A Client Services Manager is responsible for overseeing and improving the experience of clients within a company. They act as the main point of contact for clients, ensuring their needs are met and issues are resolved promptly. Their duties often include managing client accounts, coordinating with internal teams, developing relationships, and working to increase client satisfaction and retention. They may also analyze client feedback to improve services and help grow the business.

What are some common challenges faced by client services managers, and how can they be addressed?

Client Services Managers often encounter challenges such as balancing multiple client needs, managing expectations, and ensuring consistent communication between clients and internal teams. To address these challenges, it's important to develop strong organizational skills, set clear boundaries and expectations from the outset, and maintain proactive communication. Regular status meetings and transparent reporting can help build trust with clients and foster effective collaboration with your team.

What are the key skills and qualifications needed to thrive as a client services manager, and why are they important?

To thrive as a Client Services Manager, you need strong client relationship management, problem-solving abilities, and a background in business or a related field. Familiarity with customer relationship management (CRM) software, project management tools, and occasionally relevant certifications like PMP or ITIL are valuable. Exceptional communication, leadership, and conflict resolution skills set outstanding professionals apart in this role. These competencies are essential to ensure client satisfaction, strengthen long-term partnerships, and drive business growth.

What is a client services manager?

A client services manager ensures that a customer is satisfied with the products and services they receive from the company. As a client services manager, you are an employee of the business, but you and your department act as representatives for the customer. You are the supervisor of a larger customer service staff, so you also have job duties pertaining to employee training and ensuring that the department meets all company procedures and policies. Qualifications for a career as a client services manager include experience in customer service and excellent management skills.

More about Client Services Manager jobs

What are the most commonly searched types of Client Services jobs in Stuart, FL?

The most popular types of Client Services jobs in Stuart, FL are:

What job categories do people searching Client Services Manager jobs in Stuart, FL look for?

The top searched job categories for Client Services Manager jobs in Stuart, FL are:

What cities near Stuart, FL are hiring for Client Services Manager jobs?

Cities near Stuart, FL with the most Client Services Manager job openings:

Client Services Manager jobs near you

Client Service Associate

Morgan Stanley

Palm Beach Gardens, FL • On-site

$13.75 - $19/hr

Full-time

Re-posted 12 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

30th of 150 rated financial services

Job description

POSITION SUMMARY
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
  • Assist FAs/PWAs/teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:
  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

Reports to:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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